THRO vs VUG

ATHRO

BVUG

Measures won2–3VUG wins · of 6 · 5Y

$10,000 · 5Y$17,153VUG

Lowest cost0.03%VUG · $3 on $10k

Most income0.40%VUG · $40 on $10k

Smallest drop−10.9%THRO · worst fall in 1Y

Held in common50.5%THRO and VUG

THRO

VUG

iShares U.S. Thematic Rotation Active ETF · $7.3BVanguard Morningstar Growth ETF · $233B

+24.9%3 years · per year$19,465 · $19,712+25.4%

[…]5 years · per year[…] · $17,153+11.4%

0.57%Expense ratio$57 · $3 on $10k · lower wins0.03%

0.30%12-mo yield$30 · $40 on $10k0.40%

−10.9%Worst dropSmaller wins−16.1%

14.5%VolatilityLower wins18.2%

2–3VUG wins

$10,000 · 5 yearsOne scale

Shared top holdingsTHRO · VUG

8.5%AAPL12.5%

7.9%NVDA13.5%

6.5%MSFT9.7%

4.6%AMZN4.3%

Held in common50.5%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.30%	+1.1%	+12.5%	+11.8%	+24.9%	new	−10.9%	$7.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVUG	Vanguard Morningstar Growth ETFRead Desk		0.03%	0.40%	+1.5%	+6.3%	+3.4%	+25.4%	+11.4%	−16.1%	$232.9B
2	ATHRO	iShares U.S. Thematic Rotation Active ETFRead Desk		0.57%	0.30%	+1.1%	+12.5%	+11.8%	+24.9%	new	−10.9%	$7.3B

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

THRO vs VUG

THRO

iShares U.S. Thematic Rotation Active

[…]

VUG

Vanguard Morningstar Growth

$17,153

MeasureTHROVUG

Fee0.57%0.03%

Cost on $10k a year$57$3

Yield0.30%0.40%

5 years, per year[…]+11.4%

3 years, per year+24.9%+25.4%

Worst drop · 1Y−10.9%−16.1%

Volatility · 1Y14.5%18.2%

3–2measures won
VUG first

50.5%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

VUG vs SCHG

YTD

VanguardVUG

+6.3%

SCHGSchwab

+6.8%

+6.3%Year to date+6.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$61.1B

1–1level

End-of-day Nov 4, 2026

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

Overlap: THRO, VUG

Today

50.5%most shared, THRO and VUG

THROVUG

THRO—50.5%

VUG50.5%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$37most kept, VUG

VUG$40 − $3 = $37

THRO$30 − $57 = −$27

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee